Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q3 2025 (September 30)628holders +3
56new positions
43sold out
2famous investors
$46.97avg. 13F price*
At the end of Q3 2025, 628 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 3 from Q2 2025. 56 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($2.7B), JPMorgan Chase & Co. ($2.4B) and Envestnet Asset Management Inc. ($1.0B). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mortgage-Backed Sec
- CUSIP
- 92206C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $165.7M |
| Exits | 43 | $70.5M |
All 13F filers, Q2 2025 → Q3 2025: 19,958,031 shares bought and 4,432,795 shares sold, net +15,525,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 628 holders
| Bank of America Corp. | 0.20% | Add +8.4% | 57,618,720 | $2.7B |
| JPMorgan Chase & Co. | 0.15% | Add +2.5% | 50,924,140 | $2.4B |
| Envestnet Asset Management Inc. | 0.30% | Add +5.4% | 22,220,955 | $1.0B |
| Bank of New York Mellon Corp | 0.09% | Add +2.5% | 10,336,243 | $485.4M |
| Assetmark, Inc. | 0.89% | Add +2.6% | 8,839,027 | $415.1M |
| Wells Fargo & Company | 0.08% | Add +13.8% | 8,164,127 | $383.4M |
| Mather Group, Llc. | 3.21% | Add +4.8% | 6,778,519 | $318.3M |
| Stifel Financial Corp. | 0.27% | Add +7.1% | 6,271,666 | $294.5M |
| LPL Financial LLC | 0.08% | Add +0.8% | 6,154,440 | $289.0M |
| Raymond James Financial Inc. | 0.09% | Reduce -1.1% | 5,627,644 | $264.3M |
| Morgan Stanley | 0.01% | Add +3.1% | 4,741,151 | $222.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.5% | 4,492,511 | $210.9M |
| TD Private Client Wealth LLC | 4.73% | Add +8.0% | 4,470,696 | $209.9M |
| Lincoln National Corp. | 4.89% | Add +5.8% | 3,654,220 | $171.6M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +1.3% | 3,594,348 | $168.8M |
| Clearstead Advisors, LLC | 1.75% | Add +17.2% | 2,550,703 | $119.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -25.1% | 2,469,744 | $116.0M |
| NorthCoast Asset Management LLC | 0.42% | Reduce -1.2% | 2,271,932 | $106.7M |
| Keybank National Association | 0.37% | Add +3.2% | 2,246,461 | $105.5M |
| Angeles Investment Advisors, LLC | 5.93% | New | 1,923,500 | $90.3M |
| Acropolis Investment Management, LLC | 4.08% | Add +4.4% | 1,732,187 | $80.3M |
| Castleark Management LLC | 2.25% | No change | 1,705,540 | $80.1M |
| Financial Engines Advisors L.L.C. | 0.15% | Add +9.8% | 1,637,230 | $76.9M |
| Royal Bank of Canada | 0.01% | Add +3.6% | 1,633,388 | $76.7M |
| Valmark Advisers, Inc. | 0.92% | Add +4.5% | 1,507,168 | $70.8M |
| Ally Invest Advisors Inc. | 4.37% | Add +5.2% | 1,297,363 | $60.9M |
| First Interstate Bank | 3.29% | Add +2.1% | 1,268,396 | $59.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.1% | 1,231,441 | $57.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +3.5% | 1,224,727 | $57.5M |
| Cetera Investment Advisers | 0.07% | Add +19.8% | 1,215,618 | $57.1M |
| HighTower Advisors, LLC | 0.06% | Add +9.9% | 1,149,564 | $54.0M |
| Osaic Holdings, Inc. | 0.07% | Add +16.6% | 1,125,409 | $52.8M |
| Kestra Investment Management, LLC | 1.39% | Add +13.9% | 1,105,746 | $51.9M |
| Bell Investment Advisors, Inc | 7.68% | Add +4.9% | 1,001,407 | $47.0M |
| Bank of Hawaii | 2.33% | Add +1.6% | 994,794 | $46.7M |
| Victory Capital Management Inc. | 0.03% | Reduce 0.0% | 943,031 | $44.3M |
| First Financial Bankshares Inc | 0.90% | Add +1.4% | 935,087 | $43.9M |
| Merit Financial Group, LLC | 0.39% | Add +45.4% | 909,795 | $42.7M |
| UBS Group AG | 0.01% | Add +3.7% | 905,293 | $42.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +7.9% | 897,210 | $42.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.78% | Add +2.0% | 872,171 | $41.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -3.2% | 824,100 | $38.7M |
| Garde Capital, Inc. | 1.92% | Add +13.0% | 813,559 | $38.2M |
| Bell Bank | 1.58% | Add +74.3% | 778,461 | $36.6M |
| 1832 Asset Management L.P. | 0.06% | Reduce -0.5% | 770,324 | $36.2M |
| Woodard & Co. Asset Management Group Inc. | 5.26% | Add +1012969.1% | 688,887 | $32.4M |
| Power Wealth Management LLC | 11.39% | Add +7.7% | 666,078 | $31.3M |
| Sofi Wealth, LLC | 1.65% | Add +12.7% | 653,401 | $30.7M |
| Manning & Napier Advisors LLC | 0.37% | Add +4.8% | 611,806 | $28.8M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +2.0% | 600,243 | $28.2M |
| BlueStem Wealth Partners, LLC | 3.21% | Add +9.3% | 597,332 | $28.1M |
| Bartlett & Co. Wealth Management LLC | 0.37% | Reduce -2.8% | 590,937 | $27.8M |
| Seven Mile Advisory | 4.37% | New | 567,646 | $26.7M |
| Truist Financial Corp. | 0.04% | Add +3.0% | 555,126 | $26.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.2% | 542,161 | $25.5M |
| Intelligence Driven Advisers, LLC | 3.51% | Add +7.2% | 539,655 | $25.3M |
| HBK Sorce Advisory LLC | 0.62% | Add +15.4% | 528,346 | $24.9M |
| Pathstone Holdings, LLC | 0.09% | Add +4.4% | 506,632 | $23.8M |
| MML Investors Services, LLC | 0.06% | Reduce -2.4% | 494,649 | $23.2M |
| US Bancorp \de | 0.03% | Reduce -0.4% | 478,516 | $22.5M |
| SeaBridge Investment Advisors LLC | 3.63% | Add +50.5% | 475,743 | $22.3M |
| St Germain D J Co. Inc. | 0.88% | Reduce -0.7% | 468,238 | $22.0M |
| 1607 Capital Partners, LLC | 1.66% | Reduce -4.6% | 468,155 | $22.0M |
| Zurich Insurance Group Ltd | 0.16% | No change | 467,648 | $22.0M |
| Jaffetilchin Investment Partners, LLC | 1.22% | Add +6.4% | 432,791 | $20.3M |
| Courier Capital LLC | 1.15% | Add +0.5% | 426,599 | $20.0M |
| Employees' Retirement Fund of the City of Fort Worth | 9.18% | Add +109.1% | 418,200 | $19.6M |
| United Asset Strategies, Inc. | 1.52% | Add +20.1% | 404,052 | $19.0M |
| Connecticut Wealth Management, LLC | 0.83% | Reduce -6.4% | 396,868 | $18.6M |
| RKL Wealth Management LLC | 1.58% | Add +9.3% | 395,522 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 394,092 | $18.5M |
| Proffitt & Goodson Inc. | 2.65% | Add +4.1% | 392,837 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +14.4% | 380,326 | $17.9M |
| Allworth Financial LP | 0.08% | Reduce -2.3% | 377,437 | $17.7M |
| Quantum Financial Advisors, LLC | 2.14% | Add +4.0% | 373,096 | $17.5M |
| Sanctuary Advisors, LLC | 0.10% | Add +18.8% | 368,775 | $17.3M |
| Whitcomb & Hess, Inc. | 4.40% | Add +9.6% | 364,454 | $17.1M |
| CreativeOne Wealth, LLC | 0.41% | Add +0.8% | 358,241 | $16.8M |
| Obsidian Cio, LLC | 2.13% | Add +7.0% | 345,173 | $16.2M |
| Diversify Advisory Services, LLC | 0.53% | Add +42.2% | 337,981 | $15.9M |
| Capital Insight Partners, LLC | 2.62% | Reduce -1.1% | 336,727 | $15.8M |
| Windward Private Wealth Management Inc. | 5.37% | Add +0.6% | 331,517 | $15.6M |
| Savvy Advisors, Inc. | 0.70% | Add +62.7% | 325,880 | $15.3M |
| Vectors Research Management, LLC | 4.81% | Reduce -4.4% | 324,752 | $15.3M |
| NewEdge Advisors, LLC | 0.07% | Add +2.8% | 323,941 | $15.2M |
| Sterling Investment Management, LLC | 9.14% | Add +40.6% | 323,900 | $15.2M |
| Staley Capital Advisers Inc. | 0.62% | Reduce -0.6% | 318,975 | $15.0M |
| Clark Asset Management, LLC | 1.69% | Add +9.8% | 309,551 | $14.5M |
| Robinswood Financial LLC | 4.79% | Add +2.2% | 306,019 | $14.4M |
| MA Private Wealth | 2.41% | Reduce -1.3% | 305,145 | $14.3M |
| Betterment LLC | 0.03% | Add +3.8% | 301,959 | $14.2M |
| Family CFO Inc | 6.43% | Add +8.1% | 297,194 | $14.0M |
| NorthRock Partners, LLC | 0.25% | New | 290,491 | $13.6M |
| First National Trust Co | 0.47% | Reduce -1.5% | 290,258 | $13.6M |
| Websterrogers Financial Advisors, LLC | 3.92% | Add +7.1% | 278,526 | $13.1M |
| 1834 Investment Advisors Co. | 1.56% | Add +6.6% | 270,166 | $12.7M |
| Perigon Wealth Management, LLC | 0.26% | Add +10.2% | 268,947 | $12.6M |
| FLC Capital Advisors | 2.36% | Add +2.6% | 259,347 | $12.2M |
| Strategic Blueprint, LLC | 0.53% | Add +12.2% | 258,638 | $12.1M |
| Federated Hermes, Inc. | 0.02% | Add +7.3% | 254,320 | $11.9M |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.